USCWA

U.S. Capital Wealth Advisors Portfolio holdings

AUM $3.72B
1-Year Est. Return 17.24%
This Quarter Est. Return
1 Year Est. Return
+17.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.98B
AUM Growth
-$302M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
702
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.56M
3
+$4.39M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.91M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$3.07M

Top Sells

1
+$32M
2
+$12.2M
3
+$9.77M
4
KMI icon
Kinder Morgan
KMI
+$7.82M
5
DOW icon
Dow Inc
DOW
+$7.51M

Sector Composition

1 Energy 16.62%
2 Technology 9.49%
3 Healthcare 7.96%
4 Financials 7.07%
5 Industrials 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$646K 0.03%
16,079
402
$643K 0.03%
43,950
+21,125
403
$634K 0.03%
42,294
-7,232
404
$632K 0.03%
11,879
-400
405
$623K 0.03%
1,500
+6
406
$622K 0.03%
84,991
-17,024
407
$618K 0.03%
39,664
+500
408
$609K 0.03%
5,997
+12
409
$602K 0.03%
5,572
+1,114
410
$593K 0.03%
+9,469
411
$589K 0.03%
42,069
-1,386
412
$588K 0.03%
42,292
-35,830
413
$582K 0.03%
9,344
+11
414
$578K 0.03%
19,350
+345
415
$576K 0.03%
27,327
-4,216
416
$574K 0.03%
6,751
+2,083
417
$574K 0.03%
6,465
418
$569K 0.03%
6,154
-100
419
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19,795
-2,110
420
$551K 0.03%
1,002
-141
421
$549K 0.03%
48,262
422
$548K 0.03%
2,072
-2,700
423
$547K 0.03%
4,240
+21
424
$545K 0.03%
4,590
-698
425
$542K 0.03%
6,828
+2,388
15 16
17
18 19